Cirrus Insight

Cirrus Insight

#1 App for Connecting Salesforce and Gmail

4.3/5 (49 avis)

Cirrus Insight - Présentation

Instantly view leads, contacts, activities, cases, opportunities and more right in Gmail. Log emails with a click. Easily create new leads, tasks, and events. Sync contacts and calendars. 30-second install for Chrome or Firefox. 30-day free trial.

Instantly view, update, and create leads, contacts, activities, cases, opportunities and more right in Gmail.
Log emails to Salesforce with a click to any standard or custom object in Salesforce right from Gmail.
Coming Soon! Easily sync contacts and calendars between Google and Salesforce.
Thank you for choosing Cirrus Insight, the #1 app on the Salesforce AppExchange.

Anybody can install Cirrus Insight for free and be up and running in a matter of seconds. You don't have to be a Google Apps admin or a Salesforce admin.

7,500+ users trust Cirrus Insight. Here's what they're saying:

“This app really ties Gmail and Salesforce together perfectly.”

“It's an essential app if you use Gmail and Salesforce.”

“Highly recommended for all Google Apps and Salesforce users.”

Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer.

Cirrus Insight supports Gmail and Google Apps Standard and Enterprise.

Prix

À partir de
$27/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Canada, Chine, Europe et 5 autres, Allemagne, Inde, Japon, Amérique latine, Afrique et Moyen-Orient

Langues

anglais

Cirrus Insight - Avis

Note globale
4.3/5
86% d'avis positifs
24
Excellent
18
Très bien
7
Moyen
0
Médiocre
0
Horrible
Traduire avec Google Translate

Best tool for Increasing SalesForce Utilization

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 27/12/2018
Provenance de l'avis : Capterra

We have increased our adherence of our sales team for loading email communications and capturing information for Salesforce. Previously we struggled to get our sales team to log communications with prospects and customers consistently. I am a huge proponent of this software!!!

Avantages

I believe that this software increases efficiency and productivity for Sales Teams. I have recommended this software for our company and others because of its ease of use and ability to log emails, set reminders and even schedule meetings within you gmail inbox. You do not even have to log into Salesforce as you can add documents, create notes and complete tasks within your email platform.

Inconvénients

The pros really outweigh the cons for this software. However occasionally the chrome add-on will conflict with other add-ons and there is difficulty with having the software program load up within the email program. However there is always an easy fix and the support is very responsive.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Helpful for the Salesforce-foucsed Sales team

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 02/11/2018
Provenance de l'avis

Avantages

Cirrus is the best integration between Gmail and Salesforce that I have found - bar none. If that is what you need more than anything - then this product will fit that perfectly. It allows all emails to auto sync to the correct salesforce account/contact. The sidebar is useful to quick note taking within the client's profile, as well as looking up previous outreach efforts or existing business. It's very easy to setup and can be a big help for a sales team. Additionally, the meeting setup is the best I have seen and very simple to use (integrates into your google calendar as well)

Inconvénients

Some key features like templates are extremely lacking - to the point that I needed additional tools to supplement Cirrus's weak areas. The templates can only be those within salesforce, and the populated values in the templates can only be values stored in salesforce - which can very much limit the usability. Additionally, open-email tracking doesn't seem to be the most reliable compared to other similar products.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Traduire avec Google Translate

Cirrus is helpful for Gmail when it comes to tracking your email opens and offering reminders.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/06/2018
Provenance de l'avis : Capterra

It logged all of my outbound emails to Salesforce, tracked my email opens, provided analytics on the email opens/clicks/replies, as well as offered great functionality to stay on top of your work like "Send Later" or "Remind Me Later".

Avantages

The best thing about Cirrus is how you can have the software remind you of particular emails down the line.

I used this feature every day to make sure I can remain adequately organized.

Inconvénients

In my experience, Cirrus has never been able to log inbound emails into Salesforce. Because of this, you always feel as if you're missing a part of the conversation.

This may simply be standard in this industry segment, but it would be much more convenient to have a unique task for every outbound AND inbound email.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Traduire avec Google Translate

Easy for even the "computer-challenged" to use

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 30/05/2018
Provenance de l'avis : Capterra

It allows for us to easily log emails into SF plus create follow up tasks. The best feature is the "send later" so you can type emails as you're working but send them at a future time!

Avantages

It is easy to use and they are updating and adding features often to stay competitive with Salesforce Inbox. We decided not to switch to SF Inbox because we have had such a positive experience with Cirrus plus Cirrus costs less!

Inconvénients

We have had little to no issues with Cirrus and when we do have an issue, the resolution is always simple: go to the download page & redownload the application which has always fixed every issue we have had. Nothing else negative comes to mind!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

The easiest way to connect your Salesforce and Gmail together

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 27/08/2018
Provenance de l'avis : Capterra

You nearly double your efficiency in client reach out simply by not having to go back and forth between your email and your Salesforce. The added value this sky rocketing extension brings to your team is simply baffling

Avantages

Cirrus Insight allows you to seamlessly connect your Gmail and your Salesforce together, allowing you to integrate all of the crm information of your client while you're working at the comfort of your email inbox. It's as if both programs merged into one!

Inconvénients

If I'm really, really picky about it, I'd love to have integrations like these with other CRM software besides Salesforce, but in general, Tha add on will save your time

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Cirrus Insight - Prix

À partir de
$27/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

$36/user/mo or $324/user/yr. Volume discounts are available. 50% discount for nonprofits.

Cirrus Insight - Fonctionnalités

  • API

  • Analyse des ventes
  • Base de données de contacts
  • Données en temps réel
  • Fonctionnalité de recherche
  • Gestion des devis
  • Gestion des opportunités
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Modèles personnalisables
  • Monitoring
  • Notifications automatiques
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • Suivi des activités
  • Suivi des ventes
  • Tableau de bord d'activités

Plus d'informations sur Cirrus Insight

Cirrus Insight - Principales fonctionnalités

  • Calendar sync for Salesforce and GoogleApps
  • Create new leads and contacts from Gmail.
  • Create new tasks and events from Gmail.
  • Full-featured free trial.
  • Great customer support by email and phone.
  • Instant Salesforce lookups in Gmail.
  • Instantly view Salesforce leads & contacts alongside emails.
  • Log calls from Gmail.
  • Open contact records in Salesforce with a click.
  • Sales context and intelligence right in the inbox.
  • Save emails to Salesforce.
  • Simultaneously send an email and log it to Salesforce.
  • Supports Gmail and Google Apps.
  • Supports Google Chrome and Firefox.
  • Supports all editions of Salesforce.
  • Sync Salesforce contacts with Google Contacts.
  • Sync Salesforce events with Google Calendars.
  • View and manage cases in Gmail.
  • View and manage opportunities in Gmail.
  • View open activities and activity history.

Avantages

Installs in seconds into Chrome or Firefox. Anybody who uses Salesforce and Gmail can be up and running in less than a minute. Cirrus Insight is easy to use with an intuitive interface. It's conveniently located to the right of emails so you can instantly view and interact with Salesforce leads and contacts right alongside emails.

Cirrus Insight - FAQ

Voici quelques-unes des questions fréquentes sur Cirrus Insight.

Q. Quels sont les types de licence disponibles pour Cirrus Insight ?

Types de licences disponibles pour Cirrus Insight :

À partir de: $27/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

$36/user/mo or $324/user/yr. Volume discounts are available. 50% discount for nonprofits.

Q. Quelles sont les principales fonctionnalités du logiciel Cirrus Insight ?

Fonctionnalités du logiciel Cirrus Insight :

  • Calendar sync for Salesforce and GoogleApps
  • Create new leads and contacts from Gmail.
  • Create new tasks and events from Gmail.
  • Full-featured free trial.
  • Great customer support by email and phone.
  • Instant Salesforce lookups in Gmail.
  • Instantly view Salesforce leads & contacts alongside emails.
  • Log calls from Gmail.
  • Open contact records in Salesforce with a click.
  • Sales context and intelligence right in the inbox.
  • Save emails to Salesforce.
  • Simultaneously send an email and log it to Salesforce.
  • Supports Gmail and Google Apps.
  • Supports Google Chrome and Firefox.
  • Supports all editions of Salesforce.
  • Sync Salesforce contacts with Google Contacts.
  • Sync Salesforce events with Google Calendars.
  • View and manage cases in Gmail.
  • View and manage opportunities in Gmail.
  • View open activities and activity history.

Q. Qui utilise Cirrus Insight ?

Utilisateurs habituels du logiciel Cirrus Insight :

Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues Cirrus Insight est-il disponible ?

Langues dans lesquelles Cirrus Insight est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Cirrus Insight ?

Types de licences disponibles pour Cirrus Insight:

Abonnement

Q. Cirrus Insight prend-il en charge les appareils mobiles ?

Appareils pris en charge par Cirrus Insight :

Android, iPhone, iPad

Q. Avec quelles applications Cirrus Insight peut-il s'intégrer ?

Applications s'intégrant à Cirrus Insight :

G Suite, Jobscience, Marketo, Microsoft Office 365, Octiv, Salesforce Sales Cloud, Zendesk

Q. Quelles sont les ressources d'aide disponibles pour Cirrus Insight ?

Ressources d'aide disponibles pour Cirrus Insight :

FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo